Filed August 28, 2020
Total covered: 3 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,425 | $156,398-1.9% | $147,318+4.1% | $138,895+10.5% |
| Participation rate | 65.2% | 83.8%-18.5pp | 82.1%-16.8pp | 79.9%-14.7pp |
| Annual return | 17.84% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,956 | $4,853-59.7% | $4,593-57.4% | $4,194-53.4% |
| Participant deferral / active EE | $6,018 | $8,237-26.9% | $7,906-23.9% | $6,396-5.9% |
| Admin fee / account holder | $12,767 | $14,976-14.8% | $13,708-6.9% | $12,562+1.6% |